- NVDA
- GOOG
- AMZN
As we enter November, investors are likely looking at which stocks are prime buying opportunities. At the end of October, two of my top AI stocks sold off following earnings: Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Both had earnings reports that investors reacted negatively to, but I believe the market missed the picture with them.
Another stock that hasn’t gotten the respect it deserves is Nvidia (NASDAQ: NVDA). Nvidia has been the market leader for a few years now, but in 2026, it has maintained a market-average growth rate despite business exploding. However, Nvidia has told investors what it expects for 2027, and it should be another year of huge gains.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia.Continue »
I believe these three names are excellent stocks to buy in November, and they could deliver incredible growth to end the year.
Amazon and Alphabet
Amazon and Alphabet may not seem like similar companies on the surface, but after further examination, you may find they’re nearly identical. Each has a core business that drives solid profits. For Amazon, it’s the commerce business. For Alphabet, it’s Google Search. However, the most exciting segment for both is their cloud computing divisions, Google Cloud and Amazon Web Services (AWS). These businesses are the reason that both companies are planning to spend $200 billion or more on capital expenditures this year, as the growth coming from these two segments is impressive.
Google Cloud takes the cake as the fastest-growing, delivering 103% revenue growth during Q3. That helped boost Alphabet’s overall growth rate to 25%, but the market didn’t care. Instead, the market sold the stock off by over 10% the day following earnings. That’s short-sighted thinking by the market, as the huge investments that Alphabet is making in cloud computing will provide strong and steady cash flows for years, if not decades.
The same goes for AWS. While it didn’t grow as fast as Google Cloud, it still grew at a 39% year-over-year pace. The bigger deal with Amazon is that AWS makes up 63% of Amazon’s operating profits. So, as AWS grows quicker, so do Amazon’s operating profits as a whole. This will cause Amazon’s earnings to grow faster than revenue, which is an excellent setup for long-term outperformance of the market. However, because the market is focused on short-term profitability, it sold Amazon’s stock off following earnings.
